Northern Oak Wealth Management Inc Ishares Russell2000 Val ETF Transaction History

Northern Oak Wealth Management Inc

  • $813 Million
  • Q3 2025

A detailed history of Northern Oak Wealth Management Inc transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Northern Oak Wealth Management Inc holds 1,399 shares of IWN stock, worth $244,363. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,399
Previous 1,495 6.42%
Holding current value
$244,363
Previous $235,000 5.11%
% of portfolio
0.03%
Previous 0.03%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$157.1 - $178.94 $15,081 - $17,178
-96 Reduced 6.42%
1,399 $247,000
Q4 2024

Jan 21, 2025
SELL
$162.69 - $181.35 $11,550 - $12,875
-71 Reduced 4.53%
1,495 $245,000
Q3 2024

Oct 30, 2024
BUY
$150.05 - $171.34 $34,511 - $39,408
230 Added 17.22%
1,566 $261,000
Q2 2024

Jul 26, 2024
SELL
$146.03 - $158.93 $3,650 - $3,973
-25 Reduced 1.84%
1,336 $203,000
Q4 2023

Jan 11, 2024
BUY
$125.51 - $158.2 $170,819 - $215,310
1,361 New
1,361 $211,000
Q2 2023

Jul 31, 2023
SELL
$128.93 - $142.33 $7,091 - $7,828
-55 Reduced 3.45%
1,541 $216,000
Q1 2023

May 09, 2023
SELL
$130.78 - $156.96 $43,811 - $52,581
-335 Reduced 17.35%
1,596 $218,000
Q4 2022

Feb 13, 2023
SELL
$131.32 - $149.64 $11,556 - $13,168
-88 Reduced 4.36%
1,931 $267,000
Q1 2022

May 24, 2022
SELL
$151.25 - $169.21 $3,025 - $3,384
-20 Reduced 0.98%
2,019 $326,000
Q2 2021

Aug 17, 2021
SELL
$156.91 - $173.97 $627 - $695
-4 Reduced 0.2%
2,039 $338,000
Q1 2021

May 14, 2021
SELL
$130.0 - $169.53 $9,620 - $12,545
-74 Reduced 3.5%
2,043 $326,000
Q4 2020

Feb 16, 2021
BUY
$100.9 - $132.3 $302 - $396
3 Added 0.14%
2,117 $279,000
Q3 2020

Nov 16, 2020
SELL
$91.58 - $108.28 $9,707 - $11,477
-106 Reduced 4.77%
2,114 $210,000
Q2 2020

Aug 17, 2020
SELL
$74.44 - $109.12 $12,282 - $18,004
-165 Reduced 6.92%
2,220 $216,000
Q1 2020

May 15, 2020
SELL
$71.79 - $129.5 $3,445 - $6,216
-48 Reduced 1.97%
2,385 $196,000
Q4 2019

Jan 27, 2020
BUY
$115.48 - $129.0 $4,965 - $5,547
43 Added 1.8%
2,433 $312,000
Q3 2019

Oct 31, 2019
SELL
$110.84 - $123.96 $2,216 - $2,479
-20 Reduced 0.83%
2,390 $285,000
Q2 2019

Jul 30, 2019
SELL
$114.14 - $126.06 $13,468 - $14,875
-118 Reduced 4.67%
2,410 $0
Q3 2018

Nov 15, 2018
SELL
$132.46 - $137.1 $5,298 - $5,484
-40 Reduced 1.56%
2,528 $0
Q4 2017

Feb 16, 2018
BUY
$121.05 - $128.04 $12,105 - $12,804
100 Added 4.05%
2,568 $0
Q3 2017

Nov 15, 2017
BUY
$121.64 - $124.12 $300,207 - $306,328
2,468
2,468 $0

Others Institutions Holding IWN

# of Institutions
1,137
Shares Held
53.1M
Call Options Held
154K
Put Options Held
25.3K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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